Form Elements and Field Types

You can choose to include a range of types of information on your form.

These field type options can all be found in the panel which appears on the left of the screen in Form Editor. You may also choose to expand the panel to make viewing and navigating the options easier.

Form Elements

These can be seen as the building blocks and fillers for your form, allowing you to separate information into Sections, break up user fields using Spacer Rows, compile user fields into Lists and use Labels to show the descriptions of user fields or place free text. There is also a Link(URL) Element for inserting a URL into your form.

More detail about each of these elements further below.

Label

A label can have up to 2000 characters. This includes all formatting, HTML tags, and line breaks.

Can be used as a standalone cell type, or linked to a User Field.

Standalone:

A Label can be used to insert a heading, static text, etc. Simply drag and drop the label into the Form Area and expand to fill the desired number of cells.

Linked:

To link a Label to a User Field, simply place the Label on your form and drag the User Field on top of the Label cell. This will link the two fields together, and your User Field will still remain in the original cell position if it had already been placed on your form.

If you place the Label and then drag the User Field on top before placing the User Field on the grid, it will simply link to the Label cell however the User Field will return to the side panel, waiting to be placed on the form.

A benefit of linking the user field with the label is that when user field descriptions are updated in the configuration section, the labels on the form will also be updated.

You can tell that a Label is linked to a User Field as it will display the Linked icon next to the field name:

Snapshots of this element in the Form Editor and Form View below.

Multi row labels

You can also add multiple rows in label section. Go to next row by pressing Shift + Enter

Asterix appears beside Required User Field Labels

When a User Field (UF) is added to the form designer, and a label is linked to the UF and marked as required, an asterisk (*) will automatically be added at the end of the label to indicate its required status.

Example:

Zone *

For more information on Mandatory User Fields click here

List

Lists can be used to store information in a List Table within the form.

You may choose the number of columns and what user field data will be input into each of the columns.

When using the form, rows can be added or removed for the number of relevant inputs. For bulk entry, users are able to download an excel template to fill the required data, then simply copy and paste into the List to populate rows.

Lists are able to contain User Fields only.

For more information about List Tables, please click here.

Section

When building a form, you may now choose to contain sets of related user fields within a Section. For example, you may choose to contain 'Location Details' and 'Issue Details' in separate sections.

From the configuration perspective, Sections will make it easier to edit security and viewing rights to a group of user fields.

From the users perspective, a collapse feature has been added so that sections of information which have already been entered and no longer require visibility can be folded down to save screen space and reduce the need for long scrolling documents.
See below Sections in use on a form. The 'Weather' and 'Visitors' sections have been collapsed, with the 'Deliveries', 'Plant' and 'Labour' sections remaining expanded. (In the below example, the Sections contain List Tables.)

Place Sections First

Sections may contain any form element type, and rows can easily be added and removed as required. When deleting the Section, it will remove any data placed within these cells.

It is best to start with a plan and place the Sections on your form at the beginning.

Move or Relocate Section

You can move entire form Sections via drag and drop. You must drop the section into an empty row with no data.

You can also hide a section and show it only when required. For more info, click Section Properties

Spacer Row

Used to create a space shorter than a standard row to make a gap in rows of information, as seen on the form in below example.

When placing a Spacer Row, drag from the panel on the left onto your form grid. The Row will be placed above the highlighted row on the grid.

Data cannot be entered in a Spacer Row.

Insert a Hyperlink to a form

Added the ability to add a hyperlink element to a form.

Simply drag and drop in the URL element to your form. Customise the text and the URL you wish to link the text to and click save

Related Summary

Related summary displays information as a summary table, from user fields of related forms, on the form that Related Summary is configured on. You can pick the related user fields from multiple forms, to display on this target form.

It allows users to create concise summaries of related data from different form types.

When adding the Related Summary element to a form, users can specify the form types they wish to include in the summary report.

Subsequently, a list of available fields from the selected form types is presented for users to choose from and add to the Related Summary table.

It is dynamically populated with data obtained by reading related forms, providing users with a comprehensive overview of interconnected information.

Users have the flexibility to add one or more Related Summary tables to a single form, enabling them to efficiently organise and analyse related data.

How it Works

Related Summary function reads the user field data from forms associated with the form that the Related Summary is configured on.

It then populates that information into the related summary, in a table format

Configuring a related summary

Step 1 : Go to Form Designer in the target form (in this case Work Lot). Drag and drop 'Related Summary' table on target form.

Step 2 : 'Select Form Types' that you would like to display on target form. In this example we want information from 'Action Point' and 'Survey Request'

Step 3 : If you are likely to associate multiple forms to the target form with the related summary you can configure whether to display the information from the Latest form (by issued date) for a particular type or all of the related forms of that particular type. Drop down menu and pick from Latest forms or All Forms.

Populate the related summary with information from just the latest associated form for a particular type (by Issued Date) or
All the forms associated for a particular type.

Here are examples of how this would look for each scenario

Latest forms only

From All Associated Forms

Step 4. Select Standard Fields - while the related summary is mainly to display user field information, you also have the ability to view metadata from 3 standard fields. Namely the Reference, Title and Status of those forms.

Step 5. This allows the user to select from a list of fields configured as common or 'common based' on user field type, code, and description (case sensitive). Once selected it is these fields that the related summary will read and populate from the associated forms ((in this case Action Point and Survey Request).

Step 6. Click in to the space under form name and select from any of the common or 'common-based' user fields

Here is what it will look like on target Work Lot form :

Here is another example when the target form of Work Package shows information from three forms - Traffic, Safety and Construction Methodology. This would eliminate the need to leave target form by seeing the most important information in it's related forms, in an organized summary

Related summary with List user field

Related summary can also include user fields that are in a List user field. Once added the list fields will display information from the list field in sub-rows to the main form :

Similarly you can have multiple forms in a related summary, that include user-fields inside and outside list user field

QR Code

Our QR code function allows users to create a QR code ba

Drag and Drop: Users can drag and drop the QR Code element into the layout, similar to the image element.

Display Placeholder: Once added, the QR Code element will display as [QR Code Element].

Empty QR Code: When creating a new form, an empty QR Code element will be shown on the new form screen.

QR Code Generation: After the form is created, a QR code will be generated based on the form link and updated on the form.

QR Code Format: The format of the QR code is https://mobile.itwocx.com/?qr=type={QR Code Type}|{Project Id}|{Form Type Id}|{Document Id}.

QR Code Scanning: When scanned using the RIB CX app, the form will load if the user has access to it.

Insert an image to the form

Add an image to your form layout

Now you can add an image to your form layout

Drag and drop the image form element into your form layout and paste an image URL from the web

Enter formats png, jpg, jpeg image url

Click save

You can also upload your image to public files, then copy the image URL and use it in an image element.

Add Image Element to a Form Section

You can add/configure an image element within a Form Section

With this update, you will have the ability to add an image element to the Form as well as within a Section

Drag and drop Image element within the section (as you would out of the section) and insert the url for image.

User Fields

As with the other elements, User Fields can simply be dragged from the Left Panel and placed on the grid as desired.

Create

In this section, you can choose to Create a new User Field directly within the Form Editor.

To create a new user field, switch to 'Create' to view all of the user field types available for you to add to your form.

User fields will show their code when you hover over the label. This is useful when one or more of your user field descriptions are the same but the code is different.

Link Existing

You may also choose to Link Existing User fields. Switching to this tab will show you any existing User Fields for this Document Type.

For forms which may have multiple same/ similarly named fields, hovering over the field in the left panel will display the User Field Code and Full Description to make placing the correct user field easier.

'Edit Details'

Within the Form Editor, you also have the option to 'Edit Details' for each of the User Fields.

This is a quick way to access the user field configuration to update details such as description, options, height, display format, etc. from right within the editor.

User Field Types

Type	Info

Type	Info
Text	Defaults to Plain Text For Rich Text, in the user field settings set the width to 100% and the height to 2 (or above). For Text Wrapping, the height will also need to be above 1 Best display width depends on expected data input
Number	Displays Numbers Best display width depends on expected data input, typically fits 1 cell
Currency	Displays numbers with Currency formatting Best display width depends on expected data input, typically fits 1 cell
Date	Displays a Date input User Field Displays best when width: 2+ cells
Select	Displays as a Drop-Down selection, options must be configured for the user field Displays best when width: 2-3 cells, depending on length of option names
Radio	Displays as Radio Button/s, options must be configured for the user field If Multiple Options: Displays best when width: 2+ cells
CheckBox	Displays as Checkbox/s, options must be configured for the user field If Singular Option: Typically fits 1 cell width If Multiple Options: Displays best when width: 2+ cells
Contact	Displays a Contact input User Field. Displays best when width: 3 cells
Cascading	Displays as a Multi-Level Drop-Down selection, options must be configured for the user field Displays best when width: 2-3 cells, depending on length of option names
Coordinate	GPS Coordinates Displays best when width: 2+ cells
Document List	For linking other documents within RIB CX Displays best when width: 2+ cells
Attachment List	For attaching external documents (not stored within RIB CX) Displays best when width: 2+ cells
Bidder List
Budget Link
Cumulative
Signature	Insert a Signature which has been uploaded to RIB CX Displays best when width: 3 cells
Calculation	Perform a calculation on a user field/s on the form, with the result to be displayed in the Calculation User Field cell on the document Typically fits 1 cell width

Standard Fields

Along with the Form Elements and User Fields, there are also some Standard Fields available to use when building your form.

Details about each of the elements available for use on your forms can be found in the table to the right.

Below is an example of each of the standard fields on a form.

Standard Field Types

Type		Info

Type		Info
Project Elements	Project	While the project number will always be visible in the header of your form, in some instances you may choose to show the Project (Code) in another location within your form as well. In these cases, you can use the Project element.
Document Elements	Date Changed	This will show the Date the form was last Changed
	Date Due	The Date Due (if applicable) will by default be always be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Date Due document element.
	Date First Closed	This will show the date the form was first moved to a closed status.
	Date First Viewed	This will show the date the document was first viewed by the Action User.
	Date Issued	The Date Issued will by default be always be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Reference Number document element.
	Document Code	This will display the Document Code, for example 'DEF' for a Defect form, or 'ITP' for an ITP.
	Reference Number	The Reference Number will by default always be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Reference Number document element.
	Status	The Status will by default always be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Status document element.
	Title	The Title will by default always be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Title document element.
	Waiting Days and Float days
Addressing Elements	Action Company Name	This will display the Action Company Name. That is the company of whoever is the Action person on the form at the time of viewing.
	Action Company ID	This will display the Action Company ID. That is the company of whoever is the Action person on the form at the time of viewing.
	Action ID	This will display the ID of the user the form is currently for Action to at the time of viewing.
	Author Company ID	This will display the Company ID of the user who Authored the form. This will not change once first set.
	Author Company Name	This will display the Company Name of the user who Authored the form. This will not change once first set.
	Author Display Name	The Author Display Name will always be visible in the header of your form, although if you wish to display this in another location on your form as well, you can use the Author Display Name document element. This will not change once first set.
	Author First Name	This will display the First Name of the user who Authored the form. This will not change once first set.
	Author Last Name	This will display the Last Name of the user who Authored the form. This will not change once first set.
	Author ID	This will display the ID of the user who Authored the form. This will not change once first set.